+93.3%
QQQM vs APTV
-55.4%
+148.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -0.6% | -5.0% | +4.5% | +0.4% |
| 30D | -1.2% | -6.1% | +4.9% | -0.1% |
| 3M | -0.1% | -33.0% | +32.9% | +7.9% |
| 6M | +18.0% | -35.2% | +53.2% | +27.6% |
| YTD | +16.7% | -40.1% | +56.8% | +28.0% |
| 1Y | +23.0% | -45.6% | +68.6% | +37.9% |
| 3Y | +93.3% | -54.4% | +147.7% | +112.0% |
| All | +93.3% | -55.4% | +148.7% | +112.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded APTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling